Skip to main content
Sign in MENU

How to Create an Advanced Search Using a Template

Onna Support
  • Updated

In this article: 

How to Complete and Advanced Search Using a Template

Creating an advanced search from a template allows for more complex queries that would otherwise take longer with a normal Advanced Search. To complete an advanced search using a template follow the steps below: 

It is important to know that advanced searches created using a template cannot be edited.

Step 1

Navigate to ‘Advanced search’ from the main menu (a). Then, click on the ‘Download’ icon in the upper right corner of the screen (b). 

 

 

Step 2

After your template downloads, configure your template for your search. 

 

 

Step 3

Upload your template using the ‘Upload’ icon in the upper right corner of the screen. 

Please Note: Your file must be in .xls format

 

 

Return to top of page

 

How to Configure Your Template

Once your template is downloaded you will be able to configure it to meet your needs. Below you will learn how to configure both ‘AND’ and ‘OR’ advanced search templates. 

Configure an ‘AND’ Template

Step 1

To create an ‘AND’ search you will enter the search terms you want in the corresponding metadata columns in the same row. 

Any terms entered in the same row will be formatted as an ‘AND’ search

The search in the picture to the right would be: 

(extension text_contains: pdf AND extracted_text text_contains: contract)

Step 2

Once you upload your search you can see the search query at the top of the list of your results. Look this over to confirm it is accurate. 

 

 

 

Configure an ‘AND’ Template With the Same Metadata Field

Step 1

To create an ‘AND’ using two search terms within the same metadata field, you will first duplicate the metadata column. In the picture to the right you can see that there are two extracted_text column. You will then enter the search terms you want in the corresponding metadata columns in the same row. 

Any terms entered in the same row will be formatted as an ‘AND’ search

The search in the picture to the right would be: 

(extracted_text text_contains: contract AND extracted_text text_contains: employee)

Step 2

Once you upload your search you can see the search query at the top of the list of your results. Look this over to confirm it is accurate. 

 

 

 

Configure an ‘OR’ Template

Step 1

To create an ‘OR’ search you will enter the search terms you want in the corresponding metadata columns in different rows. 

Any terms entered in the same row will be formatted as an ‘AND’ search and any terms entered in different rows will be formatted as an ‘OR’ search

The search in the picture to the right would be: 

((extension text_contains: pdf AND extracted_text text_contains: contract) OR extracted_text text_contains: employee)

Step 2

Once you upload your search you can see the search query at the top of the list of your results. Look this over to confirm it is accurate. 

 

 

Return to top of page

 

Searchable Fields Available in the Advanced Search Template

Not all searchable fields can be used on a template. Below you will find a list of fields that can be added to the advanced search template by enabling them within the Admin Searchable Fields page. 

Confluence

  • confluence_labels
  • confluence_ancestors

DublinCore

  • tags
  • description

Jira

  • jira_assignee

MachineLearning

  • language
  • entities_person
  • entities_email
  • entities_company
  • entities_location

Mail

  • from_mail
  • from_mail_name
  • to_mail
  • to_mail_name
  • cc_mail
  • cc_mail_name
  • bcc_mail
  • bcc_mail_name

Metadata

  • author
  • company
  • resource_name
  • application_name
  • extension
  • extracted_text

Origin

  • origin
  • origin_label_ids
  • origin_resource_kind

RelatedSourceAccounts

  • source_accounts

RelatedUsers

  • related_users_emails
  • related_users_names

Resource

  • type_name
  • title
  • computed_title

Resource Identities

  • identities

Versioning

  • num_versions

Return to top of page

 

Additional Resources

Advanced Search Tips and Tricks

How to Create an Advanced Search

Related to

Related articles

Comments

0 comments

Please sign in to leave a comment.